Export Receivables

In this section, you will learn how to export receivables to your device. After exporting the receivables history, you can find the exported CSV file in your device’s Downloads folder.

  1. On the Home page, click the RECEIVE card.
    1. Note: it is worth noting that you can also access the Receive Payments page through the Menu and select Receive.
  2. At the bottom of the page, click the Receivables History link.
  3. You will be directed to the Receivables History page.Find and click the Export icon.
  4. The Transaction Export dialog box will appear. In the Email field, enter the email address where you want to send the export file.
  5. Click the SEND ME THE CSV FILE button. A Confirmation message will appear above the page indicating that the transaction export has been sent.